Accel Wealth Management Global X Fds Global X Autonomo Transaction History

Accel Wealth Management

$243 Million
Q2 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 19, 2024	SELL	$22.49 - $24.7 $8,321 - $9,139	-370 Reduced 2.01%	18,015 $444,000
Q3 2023 Oct 19, 2023	SELL	$23.02 - $27.76 $1,174 - $1,415	-51 Reduced 0.28%	18,385 $431,000
Q2 2023 Jul 24, 2023	BUY	$21.82 - $26.45 $51,495 - $62,422	2,360 Added 14.68%	18,436 $480,000
Q1 2023 Apr 20, 2023	BUY	$19.92 - $24.93 $39,979 - $50,034	2,007 Added 14.27%	16,076 $383,000
Q4 2022 Jan 26, 2023	SELL	$19.39 - $23.39 $1,939 - $2,339	-100 Reduced 0.71%	14,069 $0
Q2 2022 Aug 03, 2022	SELL	$21.47 - $28.3 $5,882 - $7,754	-274 Reduced 1.9%	14,169 $309,000
Q1 2022 Apr 29, 2022	BUY	$23.97 - $31.55 $4,913 - $6,467	205 Added 1.44%	14,443 $398,000
Q4 2021 Jan 18, 2022	BUY	$26.95 - $32.11 $356,764 - $425,072	13,238 Added 1323.8%	14,238 $435,000
Q3 2021 Nov 04, 2021	SELL	$26.72 - $29.15 $247,427 - $269,929	-9,260 Reduced 90.25%	1,000 $27,000
Q2 2021 Aug 03, 2021	BUY	$25.55 - $28.58 $86,870 - $97,172	3,400 Added 49.56%	10,260 $290,000
Q1 2021 May 10, 2021	BUY	$24.01 - $28.34 $155,104 - $183,076	6,460 Added 1615.0%	6,860 $182,000
Q4 2020 Jan 27, 2021	BUY	$17.01 - $23.97 $6,804 - $9,588	400 New	400 $10,000

Others Institutions Holding DRIV

# of Institutions

180

Shares Held

5.05M

Call Options Held

7.2K

Put Options Held

0

Pnc Financial Services Group, Inc. Pittsburgh, PA

750K
Shares

$17.5 Million
0.01% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

459K
Shares

$10.7 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

442K
Shares

$10.3 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

316K
Shares

$7.37 Million
0.0% of portfolio
Cx Institutional

279K
Shares

$6.51 Million
0.31% of portfolio

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